+77.7%
FOXA vs PAAS
+76.1%
+1.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.9% | -1.3% | +1.4% |
| 7D | +7.9% | +8.8% | -1.0% | +7.3% |
| 30D | +8.5% | -8.5% | +16.9% | +9.0% |
| 3M | +6.2% | -17.0% | +23.2% | +7.1% |
| 6M | +8.0% | -27.9% | +35.9% | +9.9% |
| YTD | -6.5% | -17.5% | +11.0% | -6.5% |
| 1Y | +3.6% | +22.8% | -19.3% | -0.1% |
| 3Y | +136.0% | +224.2% | -88.2% | +100.5% |
| 5Y | +77.7% | +73.6% | +4.1% | +66.4% |
| All | +77.7% | +76.1% | +1.6% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PAAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling